Who owns COLLABORATIVE INVESTMNT SER?

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Analyze quarterly positions in Collaborative Investmnt Ser with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Collaborative Investmnt Ser stock

Who bought or sold COLLABORATIVE INVESTMNT SER this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Belpointe Asset Management 569k $15M 11% Sep 2024
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Astoria Portfolio Advisors 209k $5.1M 100% Dec 2024
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Citadel Advisors 28k $719k 100% Sep 2024
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Independent Wealth Network 20k $499k 100% Dec 2024
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Jpmorgan Chase & Co 889.00 $23k 100% Sep 2024
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Who sold out of Collaborative Investmnt Ser?

Fund or Company Name Date Sold Shares Held Valued At
Jane Street Jun 2024 10k $259k